Inspired by our API customers, we have an awesome new feature in the works. Embedded Templates will allow your users to create and edit HelloSign templates without ever having to leave your website. This keeps both your brand and user experience consistent. Your users are able to do more right inside your application.
These templates can be used to create signature requests for many types of documents, such as:
- Employment paperwork
- Sales contracts
This works especially well for web applications that facilitate document signatures between two parties. Say you run a site that helps organize and automate law firm workflows. Each client of yours is a law firm that has its own engagement letter, NDA, and other standard legal documents.
With Embedded Templates, your clients gather signatures after setting up each of their documents just once. When your client needs to send the templated agreement package for signature, your application programmatically fills in the data that is specific to each transaction and sends the documents for signing. Used in conjunction with HelloSign’s Embedded Signing feature, the entire transaction can occur on your site and your users never have to leave or sign up for a HelloSign account.
This feature is in beta and we are working with our testers to make integration effortless. The following steps provide an overview of how easy it is to implement.
- Make an API request to create a template draft -- optionally specifying Merge Fields. Merge Fields are special text boxes and check marks that your application can pre-populate whenever the template is used to send a signature request.
- Open the template draft in the HelloSign embedded iFrame editor so your user can create the template.
- Once the user saves the template, the iFrame will close and report the template ID back to your application. Save this to use the template for future signature requests.